SDR / Appointment Setter for Outbound Campaigns

Looking for SDR / Appointment Setter for Multi-Channel Outbound

I am looking for an experienced SDR / appointment setter to run multi-channel outbound campaigns and book qualified meetings directly on my calendar.

About us:
JcurveIQ is an AI equity research workspace for investment professionals. We help fund managers, analysts, RIAs, and research teams speed up equity research by analyzing filings, earnings calls, disclosures, and potential red flags with source-linked evidence.

What I need:
I need someone who can manage the full outbound workflow across:

* Cold email
* Cold calling
* LinkedIn outreach
* Follow-ups
* Calendar booking
* Basic CRM / pipeline tracking
* Daily or weekly reporting

Your main goal will be simple: **book qualified meetings directly on my calendar.**

Responsibilities:

* Build or manage prospect lists based on our ICP
* Run outbound campaigns to investment professionals / fund managers / RIAs / research firms
* Personalize outreach using company and contact-level research
* Manage cold email inbox replies
* Make cold calls and follow-ups
* Send LinkedIn connection requests and messages
* Qualify interested leads
* Book meetings directly using my Calendly link
* Keep all activity organized in a CRM or tracking sheet
* Provide reporting on outreach volume, replies, calls, meetings booked, and conversion rates

Ideal candidate:

* Has experience with B2B outbound
* Comfortable with cold calling in the US market
* Has experience using Apollo, LinkedIn Sales Navigator, Instantly, Smartlead, Lemlist, HubSpot, Pipedrive, or similar tools
* Can write clear, professional outreach messages
* Can handle objections and follow up without sounding spammy
* Understands how to run multi-channel sequences
* Has experience booking meetings for SaaS, fintech, finance, investment, AI, or B2B software companies
* Can work independently and improve the process over time

Target market:

* US-based fund managers
* Hedge funds
* RIAs
* Family offices
* Boutique asset managers
* Equity research firms
* Investment professionals
* CIOs, portfolio managers, analysts, founders, and decision makers

Expected output:

Please include in your proposal:

1. Your experience with SDR / appointment-setting campaigns
2. Industries you have worked with before
3. Whether you can do cold calling to the US
4. Tools you recommend using
5. A detailed tools cost breakdown
6. Your monthly service fee
7. Expected outreach volume per week
8. Expected number of booked meetings per month
9. Your reporting process
10. Examples of past results, if available

Important requirement:

Your quotation must include a clear breakdown of all expected tool costs, including but not limited to:

* Lead database / prospecting tool
* Email sending platform
* Email verification tool
* Calling / dialer tool
* LinkedIn automation or Sales Navigator cost
* CRM or tracking tool
* Domain / inbox setup costs, if required
* Any AI, scraping, enrichment, or personalization tools
* Any other software needed to run the campaign

Please separate:

* Your service fee
* Tool/software costs
* One-time setup costs
* Monthly recurring costs

Budget:
I am open to starting with a small test package first. If results are good, this can become a monthly long-term project.

Success metric:
The main success metric is qualified meetings booked directly on my calendar.

Please do not send a generic proposal. Start your response with:

“I can run multi-channel outbound for JcurveIQ”

Then include your recommended outbound plan and tools cost breakdown.